LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.73B
AUM Growth
+$646M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$27.6M
3
+$6.74M
4
ASML icon
ASML
ASML
+$6.52M
5
UNP icon
Union Pacific
UNP
+$4.53M

Top Sells

1
+$29M
2
+$10.3M
3
+$7.05M
4
SYK icon
Stryker
SYK
+$5.36M
5
DIS icon
Walt Disney
DIS
+$5.07M

Sector Composition

1 Technology 35.99%
2 Healthcare 20.09%
3 Financials 10.99%
4 Consumer Discretionary 10.2%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.9M 0.38%
165,503
-145,978
52
$32.4M 0.37%
323,095
-50,655
53
$31.9M 0.37%
111,761
-2,124
54
$31.9M 0.37%
1,149,120
+58,820
55
$30.4M 0.35%
153,957
-895
56
$22.3M 0.26%
214,338
-2,378
57
$22.1M 0.25%
288,840
-2,900
58
$22.1M 0.25%
133,634
-15,765
59
$20.9M 0.24%
30,738
+9,583
60
$19.5M 0.22%
34,839
-10
61
$19.2M 0.22%
79,559
-4,804
62
$16.1M 0.18%
151,401
-869
63
$11.5M 0.13%
70,484
-294
64
$10.7M 0.12%
33,721
+2,587
65
$10.5M 0.12%
65,647
-1,658
66
$10.5M 0.12%
12,720
+123
67
$9.92M 0.11%
40,751
-630
68
$9.22M 0.11%
94,100
+2,779
69
$8.29M 0.1%
133,613
+143
70
$8.05M 0.09%
281,616
-22,325
71
$7.53M 0.09%
100,190
-1,934
72
$7.43M 0.09%
40,447
73
$7.25M 0.08%
95,752
-18,754
74
$7.2M 0.08%
25,069
-77
75
$7.06M 0.08%
54,175
-2,563
1 2
3
4 5